Broadridge Financial Solutions, Inc. (BR) Stock

Broadridge Financial Solutions, Inc. (BR) is a Technology stock trading at $182.18 (as of 2026-08-21), with a market capitalization of $20.77B and a trailing P/E of 18.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Broadridge Financial Solutions, Inc. provides communications and technology services to financial-services clients, including processing and distributing proxy and other investor materials and related vote and reporting activities. It also offers electronic proxy delivery and voting, investor and corporate communications platforms, and services such as data, analytics, and transaction-related processing for public corporations and mutual funds.

Understand Broadridge Financial Solutions, Inc.: how it makes money

Broadridge provides investor communications and technology-driven solutions for the financial services industry, including processing and distributing proxy materials and related vote processing, distributing regulatory reports and corporate action information, and offering technology such as electronic proxy delivery and voting.

The profit model is driven by recurring investor communications and governance services, where Broadridge processes and distributes proxy and related corporate event information (plus technology for delivery and voting) for financial institutions.

Revenue by segment (latest quarter)
InvestorComm$1.5B
GTO$0.5B

Business quality (Solid): Strong focus on recurring governance and investor communications services tied to ongoing corporate action and regulatory information workflows, balanced by exposure to financial services activity cycles and implementation or technology competition.

Valuation: Trades at 15× trailing earnings · $17B market cap.

Bull case

  • Recurring revenue engine in governance and investor communications: Broadridge highlights recurring revenue, including governance recurring revenue, which aligns with its role in processing and distributing proxy materials and related vote processing services.
  • Technology-enabled delivery and workflow processing: Its ProxyEdge electronic proxy delivery and voting solution supports continued service delivery, alongside data-driven and end-to-end technology and operations solutions.

Bear case

  • Demand tied to capital markets and corporate event volume: Because services center on proxy materials and corporate actions, changes in equity issuance, shareholder activity, or corporate reorganization event volumes could affect transaction-driven demand.
  • Competitive and implementation risk in technology and processing: Broadridge competes in technology-driven investor communications and voting solutions, and customers may change vendors if technology, service reliability, or integration outcomes do not meet expectations.
  • Regulatory and reporting workload can shift: Regulatory reports, class action and corporate action information, and tax reporting solutions depend on regulatory and industry requirements, which can evolve over time.
Valuation — source: SEC EDGAR (first-party)
Price$182.18
Market Cap$20.77B
P/E Ratio18.5
EV / EBITDA16.4
Price / Book7.31
Price / Sales2.78
FCF Yield6.2%
DCF Value (model)$90.72
DCF Upside vs Price-50.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$7.48B
Net Margin15.0%
Revenue Growth (YoY)8.5%
EPS Growth (YoY)34.9%
FCF Growth (YoY)13.4%
Financial Health — source: SEC EDGAR
Altman Z-Score4.11 (safe)
Piotroski F-Score9/9 (strong)
Valuation vs Sector & Industry
Stock P/E18.5
Sector P/E (Technology)33.9
Industry P/E (Business Services)29.9
vs Sector-45.4%
vs Industry-38.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($3.36B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryBusiness Services
CEOTimothy C. Gokey
Employees14,000
CountryUS
IPO Date2007-03-22

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BR earnings history · BR institutional & insider holders · BR KPIs & operating metrics · BR financials · BR investor presentations & press releases · BR SEC filings · BR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.